Matt Freund
Head-Fixed Income Invts en Calamos Advisors LLC .
Perfil
Mr. Rudolf M.
Freund, CFA MBA, is a Co-Chief Investment Officer, Head of Fixed Income Strategies & Senior Co-Portfolio Manager at Calamos Advisors LLC.
He is responsible for oversight of investment team resources, investment processes, performance and risk.
As Head of Fixed Income Strategies, he manages investment team members and has portfolio management responsibilities.
He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process.
He joined Calamos in 2016 and has over 30 years of industry experience.
Prior to joining Calamos, Mr. Freund was Chief Investment Officer of USAA Investments, leading the teams responsible for the portfolio management of USAA’s mutual funds and affiliated portfolios, including P&C and life insurance products, and overseeing more than $140 billion in assets.
During this time, he also served as lead portfolio manager for several highly regarded fixed income mutual funds.
Earlier in his career, he served as a senior investment analyst for MetLife in the Capital Markets Group.
He received a B.A.
in Accounting from Franklin & Marshall College and an M.B.A.
from Indiana University.
Cargos activos de Matt Freund
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Calamos Advisors LLC
Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Head-Fixed Income Invts | 01/11/2016 |
Antiguos cargos conocidos de Matt Freund.
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Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Corporate Officer/Principal | - |
USAA Asset Management Co.
USAA Asset Management Co. Investment ManagersFinance USAA Asset Management Co. (AMCO) is a registered investment advisor headquartered in San Antonio, Texas. The firm is a subsidiary of USAA Investment Corp., itself a subsidiary the United Services Automobile Association. They are affiliated with USAA Investment Management Co. and USAA Financial Advisors Inc., both registered broker dealers. AMCO serves as an investment adviser to USAA Mutual Funds Trust and USAA ETF Trust. They also serve as an investment adviser to affiliated investment portfolios, including the USAA insurance, holding company, and federal savings bank proprietary accounts. | Director de Inversiones | - |
USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Director de Inversiones | - |
Formación de Matt Freund.
Indiana University | Masters Business Admin |
Franklin & Marshall College | Undergraduate Degree |
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USAA Investment Services Co.
USAA Investment Services Co. Financial ConglomeratesFinance USAA Investment Services Co. (ISCO) is a SEC-registered investment adviser headquartered in San Antonio, Texas. The firm was founded in 1970 as USAA Investment Management Co. (IMCO). They are a direct, wholly-owned subsidiary of USAA Investment Corp. and an indirect, wholly-owned subsidiary of the United Services Automobile Association (USAA), a diversified financial services organization. In 2020, ISCO’s brokerage and advisory businesses, including client accounts, were sold to Schwab Holdings, Inc., an affiliate of The Charles Schwab Corp. (Schwab) (NYSE: SCHW). ISCO’s business is now limited to referring prospective clients to Schwab or Victory Capital, performing certain referral-related marketing activities, and providing advice with respect to saving for retirement and retirement income. | Finance |
Brighthouse Investment Advisers LLC
Brighthouse Investment Advisers LLC Investment ManagersFinance Brighthouse Investment Advisers LLC (BIA) is a registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1994 as MetLife Advisers LLC and changed their name into Brighthouse Investment Advisers LLC in 2017. They are a subsidiary of Brighthouse Holdings LLC, which is owned by Brighthouse Financial, Inc. (NASDAQ: BHF). BIA serves as the investment adviser to participants in the asset allocation program made available exclusively under Marquis Portfolios variable annuity contracts by the issuing insurance companies. In this capacity, their clients are holders of Marquis Portfolios variable annuity contracts. As noted above, the firm also serves as investment adviser to certain investment companies registered under the 1940 Act. | Finance |
USAA Asset Management Co.
USAA Asset Management Co. Investment ManagersFinance USAA Asset Management Co. (AMCO) is a registered investment advisor headquartered in San Antonio, Texas. The firm is a subsidiary of USAA Investment Corp., itself a subsidiary the United Services Automobile Association. They are affiliated with USAA Investment Management Co. and USAA Financial Advisors Inc., both registered broker dealers. AMCO serves as an investment adviser to USAA Mutual Funds Trust and USAA ETF Trust. They also serve as an investment adviser to affiliated investment portfolios, including the USAA insurance, holding company, and federal savings bank proprietary accounts. | Finance |
Calamos Advisors LLC
Calamos Advisors LLC Investment ManagersFinance Calamos Advisors LLC is a registered investment advisor headquartered in Naperville, Illinois. The firm was founded by John Calamos, Sr. in 1977 and is a wholly-owned subsidiary of Calamos Investments LLC, ultimately held by Calamos Family Partners, Inc. Calamos Advisors provides investment management services to institutional clients such as corporations and financial institutions, registered investment companies or mutual funds, closed-end funds, charitable institutions, foundations and endowments, corporate pensions, profit sharing and other retirement plans, municipalities, individuals, Taft-Hartley plans, and pooled investment vehicles. | Finance |
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